See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,761 | $76,738+54.8% | $56,411+110.5% | $145,922-18.6% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 37.46% | 2994.23%-2956.8pp | 1701.33%-1663.9pp | 561.29%-523.8pp |
| Employer contribution / active EE | $59 | $1,380-95.7% | $1,039-94.3% | $4,660-98.7% |
| Participant deferral / active EE | $1,456 | $2,623-44.5% | $1,952-25.4% | $6,688-78.2% |
| Admin fee / account holder | $609 | $3,334-81.7% | $2,829-78.5% | $13,397-95.5% |